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We have introduced two key factors that will enhance our popular new feature, the Work Comp Comparative Rater. Territory Factor and Terrorism Rate are now included and can be examined in the Detailed Calculation Work Sheet.
Uplink™ is a virtual printer that uniquely is able to convert forms from any management system into standard ACORD XML. This makes it easy to “print” customer information from your agency management system into Appulate or directly to carriers.
This section of the document lists out all the new enhancements, defect fixes and known issues in the product sent as part of the present release. This release will be made available in appulate.com effective June 10, 2015.
You can schedule submissions in Appulate if your market supports Email or Weblink submissions. Set the time and date you want your request for a quote to be sent on whenever you send an email. You can also reschedule or cancel your scheduled submissions.
We, in Appulate, want you to expand your markets and grow your business. Have you ever wanted to submit to companies without being appointed? You can now find open brokerage companies in Appulate and add them to your submission.
All of your customers are still listed in alphabetical order on the main Insured page. Now you can search by Name, Insured ID, Producer, CSR, or Creation Date.
Appulate’s Documents section, under the Marketing tab, has just been updated to automatically include any forms that you have in the ‘Q&A/Forms’ section.
We’ve finally rolled out Uplink 3.0 — a huge update our team has been tirelessly working on for months.
In our effort to reduce the number of questions you see on the forms in Appulate we've taken a step to hide all of the irrelevant "Please explain" boxes that you don't need to answer. Now, based on your answer to the previous question, you'll either see a space to put in an explanation if you answered the dependent question a certain way:
Since Underwriters and CSRs typically work with particular agencies, we’ve decided to implement a new feature to reflect your business relations in Appulate.